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Director of Operations · One DAY in July LLC

Burta Kelly

CRD 8114987 · Named on Form ADV at one SEC-registered adviser

At a glance

One DAY in July LLC, an SEC-registered wealth manager based in Burlington, VT with $1.4 billion in regulatory assets, lists Burta Kelly on its Form ADV as Director of Operations, a control person.

Firms and roles

  • One DAY in July LLCDirector of OperationsWealth manager · Burlington, VT · $1.4B in regulatory assets

AtlasMembers

Burta’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel P. CunninghamChief Executive Officer, Chief Compliance Officer, & Sole Member/managing Member, One DAY in July LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Burta’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.